Skip to content
Disclosery

LifeGuide Financial Advisors, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGuide Financial Advisors, LLC on MSFT, newest first. How the timeline and the estimate are built.

LifeGuide Financial Advisors, LLC held 832 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 832 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $310,353.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 808 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $299,097.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 808 shares
    Change vs previous 13F -495 shares

    0.13% of the 13F portfolio, value $382,136.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,303 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $641,141.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,303 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $648,125.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,303 shares
    Change vs previous 13F -35 shares

    0.2% of the 13F portfolio, value $489,133.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,338 shares
    Change vs previous 13F +472 shares

    0.24% of the 13F portfolio, value $563,967.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 866 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $372,640.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).